Account Executive

Verrus; United States; Remote; USD 75,000 - 250,000; Full time

Job summary

An innovative company in the financial technology sector is seeking a Senior Recruitment Consultant to drive sales and expand market share. This role involves engaging with potential clients, demonstrating the platform's value, and collaborating with marketing teams to optimize sales processes. The ideal candidate will have a strong background in financial operations and a passion for technology. Join a forward-thinking team dedicated to empowering businesses through cutting-edge solutions and enjoy a competitive salary along with generous equity plans and professional development opportunities.

Benefits

Generous Employee Equity Plan

Frequent Company Off-sites

Company provided laptop

Professional Development Opportunities

Qualifications

• 3-5 years in financial technology sales with proven results.
• Strong understanding of financial operations for multi-entity businesses.

Responsibilities

• Identify and engage potential clients to understand their needs.
• Conduct product demonstrations to showcase platform benefits.

Skills

Sales Expertise

Client Relationship Management

Communication Skills

Financial Technology Knowledge

Presentation Skills

Education

Bachelor's Degree in Business or Finance

Job description

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Senior Recruitment Consultant | WealthTech

Shaping the future of cloud financial management, our client seeks to become the global standard for financial confidence, offering insights, automation and collaboration. They seek a proven sales specialist to further drive market share and brand recognition across the US.

Family Office SaaS

Remote, US

The Position:

Reporting to the CEO & Growth team directly, the appointed Account Executive will assume responsibility for:

• Identifying and engaging with potential clients to understand their needs and challenges
• Effectively communicating the value proposition of the platform to prospective clients
• Conducting product demonstrations and presentations to demonstrate the capabilities and benefits of the platform
• Developing and maintaining a robust sales pipeline - managing leads from initial contact through to closing
• Collaborating with the marketing & product teams to ensure alignment and optimisation of the sales process
• Achieving and exceeding sales targets & performance metrics
• Shaping the development of the platform, providing feedback to the product team based on client interactions

The Candidate:

Applicants will be expected to demonstrate:

• 3-5 years working within the financial technology industry
• A strong understanding of financial operations and challenges faced by multi-entity businesses
• Ability to build & maintain relationships with a diverse range of clients
• Strong communication, presentation and interpersonal skills
• A passion for technology and a deep desire to help businesses succeed

The Company:

Through the use of an intuitive, enterprise-grade software alongside expertise, our client's mission is to empower family offices to achieve financial excellence by simplifying complex wealth management, accounting, foster transparency alongside ensuring strict data security.

They are dedicated to continuous innovation and providing unwavering support for their clients' wealth preservation & growth.

• Competitive Salary + Bonus
• Generous Employee Equity Plan
• Frequent Company Off-sites and Team-building Events
• Company provided laptop and technology
• Professional Development Opportunities

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Financial Services and Investment Management

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